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Identity Manager 9.1.2 - Administration Guide for Connecting to SharePoint Online

Mapping a SharePoint Online environment in One Identity Manager Synchronizing a SharePoint Online environment
Setting up initial synchronization with a SharePoint Online tenant SharePoint Online synchronization features Customizing the synchronization configuration Running synchronization Tasks following synchronization Troubleshooting Ignoring data error in synchronization Pausing handling of target system specific processes (Offline mode)
Managing SharePoint Online user accounts and employees Managing assignments of SharePoint Online groups and roles Mapping of SharePoint Online objects in One Identity Manager
SharePoint Online tenants SharePoint Online user accounts SharePoint Online groups SharePoint Online permission levels SharePoint Online site collections SharePoint Online sites SharePoint Online roles Setting up SharePoint Online site collections and sites Reports about SharePoint Online objects
Handling of SharePoint Online objects in the Web Portal Basic data for managing a SharePoint Online environment Troubleshooting a SharePoint Online connection Configuration parameters for managing SharePoint Online Default project template for SharePoint Online Editing system objects

Preparing a remote connection server for access to the SharePoint Online tenant

To configure synchronization with a target system, One Identity Manager must load the data from the target system. One Identity Manager communicates directly with the target system to do this. Sometimes direct access from the workstation, on which the Synchronization Editor is installed, is not possible. For example, because of the firewall configuration or the workstation does not fulfill the necessary hardware and software requirements. If direct access is not possible from the workstation, you can set up a remote connection.

The remote connection server and the workstation must be in the same Active Directory domain.

Remote connection server configuration:

  • One Identity Manager Service is started

  • RemoteConnectPlugin is installed

  • SharePoint Online connector is installed

The remote connection server must be declared as a Job server in One Identity Manager. The Job server name is required.

TIP: The remote connection server requires the same configuration as the synchronization server (with regard to the installed software and entitlements and user account certificate). Use the synchronization as remote connection server at the same time by installing the RemoteConnectPlugin as well.

For more detailed information about establishing a remote connection, see the One Identity Manager Target System Synchronization Reference Guide.

Related topics

Creating a synchronization project for initial synchronization of a SharePoint Online tenant

Use the Synchronization Editor to configure synchronization between the One Identity Manager database and SharePoint Online tenant. The following describes the steps for initial configuration of a synchronization project.

After the initial configuration, you can customize and configure workflows within the synchronization project. Use the workflow wizard in the Synchronization Editor for this. The Synchronization Editor also provides different configuration options for a synchronization project.

Information required for setting up a synchronization project

Have the following information available for setting up a synchronization project.

Table 4: Information required for setting up a synchronization project
Data Explanation

Name of the base domain

Name of the Azure Active Directory base domain without .onmicrosoft.com.

Authentication method for logging in to SharePoint Online.

  • Application ID and certificate's thumbprint for authentication through an Azure Active Directory appliance.

    - OR -

  • User name and password for legacy authentication

    Example:

    <user name of the synchronization user>@yourorganization.onmicrosoft.com

Make a user account available with sufficient permissions. For more information, see Users and permissions for synchronizing with SharePoint Online.

Synchronization server for SharePoint Online

All One Identity Manager Service actions are run against the target system environment on the synchronization server. Data entries required for synchronization and administration with the One Identity Manager database are processed by the synchronization server.

The One Identity Manager Service with the SharePoint Online connector must be installed on the synchronization server.

Table 5: Properties of the Job server
Property Value
Server function SharePoint Online connector
Machine role Server | Job Server | SharePoint Online

For more information, see Setting up the SharePoint Online synchronization server.

One Identity Manager database connection data

  • Database server

  • Database name

  • SQL Server login and password

  • Specifies whether integrated Windows authentication is used

    Use of the integrated Windows authentication is not recommended. If you decide to use it anyway, ensure that your environment supports Windows authentication.

Remote connection server

For more information, see Preparing a remote connection server for access to the SharePoint Online tenant.

Creating an initial synchronization project for SharePoint Online

NOTE: The following sequence describes how to configure a synchronization project if the Synchronization Editor is both:

  • Run in default mode

  • Started from the Launchpad

If you run the project wizard in expert mode or directly from the Synchronization Editor, additional configuration settings can be made. Follow the project wizard instructions through these steps.

NOTE: Just one synchronization project can be created per target system and default project template used.

To set up an initial synchronization project for a SharePoint Online tenant

  1. Start the Launchpad and log in on the One Identity Manager database.

    NOTE: If synchronization is run by an application server, connect the database through the application server.

  2. Select the Target system type SharePoint Online entry and click Start.

    This starts the Synchronization Editor's project wizard.

  1. On the System access page, specify how One Identity Manager can access the target system.

    • If access is possible from the workstation on which you started the Synchronization Editor, do not change any settings.

    • If access is not possible from the workstation on which you started the Synchronization Editor, you can set up a remote connection.

      Enable the Connect using remote connection server option and select the server to be used for the connection under Job server.

  1. Enter login data on the Enter connection credentials page to connect to SharePoint Online.

    • Base domain: Name of the Azure Active Directory base domain without .onmicrosoft.com.

    • Authentication type: Type of authentication that the SharePoint Online connector uses to log in to SharePoint Online. Select Azure Active Directory application or Legacy.

    For authentication through an Azure Active Directory application, enter the following data:

    • Authentication endpoint: Select the authentication endpoint of the Azure Active Directory application.

    • Application ID: Application ID that was generated during integration of One Identity Manager as an Azure Active Directory tenant application.

    • Certificate thumbprint: Thumbprint of the certificate that was created during integration of One Identity Manager as an application of the Azure Active Directory tenant.

    Enter the following data for legacy authentication:

    • User name: Enter the fully qualified name (FQDN) of the user account for logging in to SharePoint Online using the following format: user@domain.

      Example:

      <user name of the synchronization user>@yourorganization.onmicrosoft.com

    • Password: Password of the user account.

  2. You can save the connection data on the last page of the system connection wizard.

    • Set the Save connection locally option to save the connection data. This can be reused when you set up other synchronization projects.

    • Click Finish, to end the system connection wizard and return to the project wizard.

  1. On the One Identity Manager Connection tab, test the data for connecting to the One Identity Manager database. The data is loaded from the connected database. Reenter the password.

    NOTE:

    • If you use an unencrypted One Identity Manager database and have not yet saved any synchronization projects to the database, you need to enter all connection data again.

    • This page is not shown if a synchronization project already exists.

  2. The wizard loads the target system schema. This may take a few minutes depending on the type of target system access and the size of the target system.

  1. On the Restrict target system access page, specify how system access should work. You have the following options: Read-only access to target system.
    Table 6: Specify target system access
    Option Meaning

    Specifies that a synchronization workflow is only to be set up for the initial loading of the target system into the One Identity Manager database.

    The synchronization workflow has the following characteristics:

    • Synchronization is in the direction of One Identity Manager.

    • Processing methods in the synchronization steps are only defined for synchronization in the direction of One Identity Manager.

    Read/write access to target system. Provisioning available.

    Specifies whether a provisioning workflow is set up in addition to the synchronization workflow for the initial loading of the target system.

    The provisioning workflow displays the following characteristics:

    • Synchronization is in the direction of the Target system.

    • Processing methods are only defined in the synchronization steps for synchronization in the direction of the Target system.

    • Synchronization steps are only created for such schema classes whose schema types have write access.

  1. On the Synchronization server page, select the synchronization server to run the synchronization.

    If the synchronization server is not declared as a Job server in the One Identity Manager database yet, you can add a new Job server.

    1. Click to add a new Job server.

    2. Enter a name for the Job server and the full server name conforming to DNS syntax.

    3. Click OK.

      The synchronization server is declared as Job server for the target system in the One Identity Manager database.

    4. NOTE: After you save the synchronization project, ensure that this server is set up as a synchronization server.

  1. To close the project wizard, click Finish.

    This sets up, saves and immediately activates the synchronization project.

    NOTE:

    • If enabled, a consistency check is carried out. If errors occur, a message appears. You can decide whether the synchronization project can remain activated or not.

      Check the errors before you use the synchronization project. To do this, in the General view on the Synchronization Editor‘s start page, click Verify project.

    • If you do not want the synchronization project to be activated immediately, disable the Activate and save the new synchronization project automatically option. In this case, save the synchronization project manually before closing the Synchronization Editor.

IMPORTANT: After you have set up the synchronization project, you must adjust the setting for the target system scope in the Synchronization Editor.

The scope should only include site collections in which the applicable synchronization user is entered in the SharePoint Online administration interface as the site collection administrator. There is no default user in SharePoint Online.

If the scope is not correctly set up, site collections cannot be loaded and synchronization is stopped.

To edit site collections in the scope of a SharePoint Online synchronization project

  1. Open the Synchronization Editor.

  2. Select the Configuration > Target system category.

  3. Select the Scope view.

  4. Click Edit scope. A list of site collections appears on the right-hand side.

  5. Activate the site collections to synchronize.

    In the list, select only the site collections for which the synchronization user is the same as the administrator in SharePoint Online.

  6. Click Commit to database to save the changes.

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